How to set up WhatsApp templates in HelloGrowthCRM
Create, submit, and manage Meta-approved WhatsApp templates. Includes personalization, media, buttons, and category guidance.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the WhatsApp & Messaging section to browse more guides, compare related tasks, and choose a better starting point.
View all WhatsApp & Messaging guidesWhatsApp templates are pre-approved messages you send to opted-in contacts outside the 24-hour conversation window.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •WhatsApp Business API connected
- •Pro tier or above
- •Clear template purpose: marketing, utility, or authentication
- •10 minutes per template
- 1
Open WhatsApp → Templates
WhatsApp → Templates → +Create template.
- 2
Pick category
Marketing (promo, opt-in), Utility (transactional), Authentication (OTPs only). Wrong category = rejection.
- 3
Set name and language
Lowercase underscores, no spaces. Pick language matching body.
- 4
Add header (optional)
Text, image, video, document, location.
- 5
Write body
Up to 1024 chars. Variables {{1}}, {{2}}.
- 6
Add footer (optional)
Up to 60 chars. Often Reply STOP to opt out.
- 7
Add buttons (optional)
Up to 3 buttons: Quick reply or Call to action (URL/phone). Boosts conversion 2-3x.
- 8
Submit for approval
Click Submit. Meta usually approves <60s.
- 9
Test with sample data
Approved → Test send → enter test number and variables.
- 10
Use in journeys, broadcasts, manual sends
Approved templates show in journeys, broadcasts, per-lead WhatsApp.
Frequently asked questions
How many templates?▾
Meta limit 6,000 per WABA.
Do approved templates expire?▾
No, but Meta can pause low-quality templates.
Can I edit approved template?▾
Edits require resubmission. Better to v2 + deprecate.
Multilingual?▾
Yes — one template per language. Auto-pick by preferred_language.
Cost per category?▾
Marketing ~₹0.88, Utility ~₹0.30, Auth ~₹0.30.
Templates carry attachments dynamically?▾
Header URL can be variable — different attachment per recipient.
Related articles
How to send a bulk WhatsApp broadcast in HelloGrowthCRM
12 minintermediateHow to track WhatsApp conversation outcomes in HelloGrowthCRM
9 minintermediateHow to connect WhatsApp Business API (Meta) to HelloGrowthCRM
30 minintermediateWhatsApp templates rejected — what to do in HelloGrowthCRM
6 minintermediate
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in WhatsApp & Messaging or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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